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Bug 14424: Update cataloging help for 3.20

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This patch updates 3 help files for catalolging in 3.20

To test:

* Visit
 * cataloging home
 * cataloging a new record
 * mergin bib records
* Confirm text is right and visible

Signed-off-by: Mark Tompsett <mtompset@hotmail.com>

Signed-off-by: Jonathan Druart <jonathan.druart@koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@unc.edu.ar>
This commit is contained in:
Nicole C. Engard 2015-06-23 13:00:06 -05:00 committed by Tomas Cohen Arazi
parent 274942abbd
commit ddd2ec8752
3 changed files with 25 additions and 24 deletions
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22
koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt
View file

@ -15,35 +15,35 @@
<p>If you want to catalog a record based on an existing record at another library</p>
<ul>
<li>Click 'z39.50 Search'
<li>Click 'Z39.50/SRU Search'
<ul>
<li>Search for the item you would like to catalog
<ul>
<li>Tip: If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.</li>
<li>Tip: If no results are found, try searching for fewer fields, not all Z39.50/SRU targets can search all of the fields above.</li>
</ul>
</li>
<li>Search targets can be altered by using the Z39.50 Admin area.</li>
<li>Search targets can be altered by using the Z39.50/SRU Admin area.</li>
<li>From the results you can view the MARC or Card view for the records or choose to Import them into Koha
<ul>
<li>In addition to the Import link to the right of each title, you can click on the title you're interested in and a menu will pop up with links to preview the record and import it</li>
<li>If you don't find the title you need in your Z39.50 search results you can click the 'Try Another Search' button at the bottom left of your results</li>
<li>If you don't find the title you need in your Z39.50/SRU search results you can click the 'Try Another Search' button at the bottom left of your results</li>
</ul>
</li>
</ul>
</li>
</ul>
<p>Once you've opened a blank framework or imported a record via Z39.50 you will be presented with the form to continue cataloging</p>
<p>Once you've opened a blank framework or imported a record via Z39.50/SRU you will be presented with the form to continue cataloging</p>
<ul>
<li>To expand a collapsed tag click on the tag description</li>
<li>If you would rather not see the MARC tag numbers you can change the value in your hide_marc system preference or each user can check the box next to 'Show tags' at the top of the editor.</li>
<li>To get help from the Library of Congress on a Marc tag click the question mark (?) to the right of each field number
<li>To get help from the Library of Congress on a MARC tag click the question mark (?) to the right of each field number
<ul>
<li>If you feel that this clutters the screen you can hide the question marks by unchecking the box next to the 'Show MARC tag documentation links' note at the top right of the editor</li>
</ul>
</li>
<li>Sometimes fields may not be editable due to the value in your <span class="link">BiblioAddsAuthorities</span>system preference. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field.
<li>Sometimes fields may not be editable due to the value in your BiblioAddsAuthorities system preference. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field.
<ul>
<li>If this icon appears you must click the icon to the right of the field to search for an existing authority.</li>
<li>From the results list click 'Choose authority' to bring that into your catalog record</li>
@ -74,21 +74,21 @@
<p>The record will open in the MARC editor</p>
<p>The alternative is to search via Z39.50 to overlay your record with a fuller record found at another library. You can do this by choosing 'Replace record via Z39.50' from the 'Edit' menu.</p>
<p>The alternative is to search via Z39.50/SRU to overlay your record with a fuller record found at another library. You can do this by choosing 'Replace record via Z39.50/SRU' from the 'Edit' menu.</p>
<p>Once you choose that you will be brought to a Z39.50 search window to search other libraries for the record in question.</p>
<p>Once you choose that you will be brought to a Z39.50/SRU search window to search other libraries for the record in question.</p>
<p>Once you have made your edits (via either method) you can click 'Save' at the top left of the editor.</p>
<h2>Duplicating records</h2>
<p>Sometimes a copy of the record you need to catalog can't be found via Z39.50. In these cases you can create a duplicate of similar record and edit the necessary pieces to create a new record. To duplicate an existing record click 'Edit as new (duplicate)' from the 'Edit' menu on the bibliographic record</p>
<p>Sometimes a copy of the record you need to catalog can't be found via Z39.50/SRU. In these cases you can create a duplicate of similar record and edit the necessary pieces to create a new record. To duplicate an existing record click 'Edit as new (duplicate)' from the 'Edit' menu on the bibliographic record</p>
<p>This will open a new MARC record with the fields filled in with the values from the original bibliographic record.</p>
<h2>Merging records</h2>
<p>If you would like to merge together multiple records you can do that via the Lists tool.</p>
<p>If you would like to merge together multiple records you can do that via the lists tool or from the cataloging search results.</p>
<p><strong>See the full documentation for Cataloging in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/cataloging.html#catbibs">manual</a> (online).</strong></p>

10
koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tt
View file

@ -16,19 +16,19 @@
<p>If you want to catalog a record based on an existing record at another library</p>
<ul>
<li>Click 'New from Z39.50' (optionally, you can choose a framework to which import the record by clicking the caret on the right).</li>
<li>Click 'New from Z39.50/SRU' (optionally, you can choose a framework to which import the record by clicking the caret on the right).</li>
<li>Search for the item you would like to catalog</li>
<li>Tip: If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.</li>
<li>Search targets can be altered by using the Z39.50 Admin area.</li>
<li>Tip: If no results are found, try searching for fewer fields, not all Z39.50/SRU targets can search all of the fields above.</li>
<li>Search targets can be altered by using the Z39.50/SRU Admin area.</li>
<li>From the results you can view the MARC or Card view for the records or choose to Import them into Koha
<ul>
<li>In addition to the Import link to the right of each title, you can click on the title you're interested in and a menu will pop up with links to preview the record and import it</li>
</ul>
</li>
<li>If you don't find the title you need in your Z39.50 search results you can click the 'Try Another Search' button at the bottom left of your results</li>
<li>If you don't find the title you need in your Z39.50/SRU search results you can click the 'Try Another Search' button at the bottom left of your results</li>
</ul>
<p>Once you've opened a blank framework or imported a record via Z39.50 you will be presented with the form to continue cataloging</p>
<p>Once you've opened a blank framework or imported a record via Z39.50/SRU you will be presented with the form to continue cataloging</p>
<p><strong>See the full documentation for Cataloging in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/cataloging.html">manual</a> (online).</strong></p>

17
koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt
View file

@ -2,22 +2,23 @@
<h1>Merging items</h1>
<p>The easiest way to merge together duplicate bibliographic records is to add them to a list and use the Merge Tool from there.</p>
<p>To merge bibliographic records together you will want to go to the Cataloging module and perform a search.</p>
<p>From the list, check the two items you want to merge. If you choose more than or fewer than 2, you will be presented with an error</p>
<p>If you see duplicates on that search results screen you can check the boxes next to the duplicates and click the 'Merge selected' button at the top of the results. If you choose more than or fewer than 2, you will be presented with an error.</p>
<p>Once you have selected the records you want to merge, click the 'Merge selected items' button. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge.</p>
<p>Once you have selected the records you want to merge, click the 'Merge selected' button at the top of the list. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge. If the records were created using different frameworks, Koha will also ask you what Framework you would like the newly merged record to use.</p>
<p>You will be presented with the MARC for both of the records (each accessible by tabs labeled with the bib numbers for those records). By default the entire first record will be selected, uncheck the fields you don't want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.</p>
<p>Should you try to add a field that is not repeatable two times (like choosing the 245 field from both record #1 and #2) you will be presented with an error</p>
<p>Should you try to add a field that is not repeatable two times (like choosing the 245 field from both record #1 and #2) you will be presented with an error.</p>
<p>Most importantly you want to make sure that all of the items from the two records are attached to the new record. To do this you want to make sure that all 952 files are selected before completing the merge.</p>
<p>Once you have completed your selections click the 'merge' button. The primary record will now CONTAIN the data you chose for it as well as all of the items/holdings from both bib records, and the second record will be deleted.</p>
Important
<p>Once you have completed your selections click the 'merge' button. The primary record will now show the data you chose for it, and the second record will be deleted.</p>
<p>It is important to rebuild your zebra index immediately after merging records. If a search is performed for a record which has been deleted Koha will present the patrons with an error in the OPAC.</p>
<p style="color: rgb(153, 0, 0);">Important: It is important to rebuild your zebra index immediately after merging records. If a search is performed for a record which has been deleted Koha will present the patrons with an error in the OPAC.</p>
<p>Note: If you would like you can also use the Lists tool for merging records together.</p>
<p><strong>See the full documentation for Merging Items in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/stafflists.html#mergebibrecs">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Merging Items in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/cataloging.html#mergebibs">manual</a> (online).</strong></p>
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